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Healthpeak Properties

591 hedge funds and large institutions have $11.2B invested in Healthpeak Properties in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 247 increasing their positions, 179 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 179

13% more call options, than puts

Call options by funds: $3.73M | Put options by funds: $3.29M

3% less funds holding

Funds holding: 612591 (-21)

8.74% less ownership

Funds ownership: 221.96%213.22% (-8.7%)

10% less capital invested

Capital invested by funds: $12.5B → $11.2B (-$1.31B)

11% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 66

70% less funds holding in top 10

Funds holding in top 10: 103 (-7)

Holders
591
Holders Change
-21
Holders Change %
-3.43%
% of All Funds
9.42%
Holding in Top 10
3
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-70%
% of All Funds
0.05%
New
59
Increased
247
Reduced
179
Closed
66
Calls
$3.73M
Puts
$3.29M
Net Calls
+$438K
Net Calls Change
-$8.84M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
501
Anchor Investment Management
South Carolina
$17.6K
GC
502
Gould Capital
Washington
$17.6K
JMF
503
Johnson Midwest Financial
Iowa
$17K +$198 +8 +1%
GIA
504
GHP Investment Advisors
Colorado
$16.6K
Cohen & Steers
505
Cohen & Steers
New York
$16K -$378M -15,235,991 -100%
EWA
506
EverSource Wealth Advisors
Alabama
$15.5K -$1.49K -60 -8%
TFP
507
Tilia Fiduciary Partners
North Carolina
$15.4K
Bank Julius Baer & Co
508
Bank Julius Baer & Co
Switzerland
$15K
BCMLT
509
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.9K
PA
510
PSI Advisors
Florida
$14.7K
HWA
511
HHM Wealth Advisors
Tennessee
$14.4K +$3.35K +135 +26%
CFO
512
CVA Family Office
Colorado
$14.3K -$21.2K -855 -57%
BCWM
513
Bartlett & Co Wealth Management
Ohio
$14.2K
BC
514
Bartlett & Co
Ohio
$14K
OIA
515
Optimum Investment Advisors
Illinois
$13.8K
MCM
516
MV Capital Management
Maryland
$13.2K +$11.2K +451 +297%
AssetMark Inc
517
AssetMark Inc
California
$12.5K -$620 -25 -4%
FSWA
518
Financial Synergies Wealth Advisors
Texas
$12.5K +$14.1K +567 New
PPC
519
Park Place Capital
Alabama
$12.2K
SWM
520
Sugarloaf Wealth Management
Georgia
$11.7K
BIA
521
Bell Investment Advisors
California
$11.7K +$174 +7 +1%
MA
522
Montag & Associates
Georgia
$11.4K
CT
523
Caldwell Trust
Florida
$11K
AF
524
Allworth Financial
California
$10.5K -$10.1K -406 -46%
CT
525
Cambridge Trust
Massachusetts
$10.3K